We’re very glad you’re here. If you’re looking for good examples, it means you want to get the most value from Content Snare, and want to create an amazing experience for your clients.
We see lots of different ways that people set up their templates and requests. Below are some of the best examples we have seen. These should give you some ideas on how to best use Content Snare in your own business.
If you would prefer to see a text-based guide on how to create amazing requests, read that here.
Example # 1 – Allkind Joinery
Josh from Allkind wanted their clients to feel valued, like they were receiving a portal that was custom built just for them.
Some of the ways he’s achieved that is by:
- Basing requests from a template, but customizing instructions for each client and prefilling any known information, before sending it over
- Adding a designed, branded email signature to reminders
- Creating custom, on-brand banners throughout their requests
Note that Josh isn’t a graphic designer. He created the banners himself using Canva, and they add such a nice touch to Allkind’s requests, as you’ll see in the video or the example below.
This isn’t covered in the video, but because Josh wanted to make sure Content Snare worked well and was received well by clients, they went through a few rounds of testing and revisions:
- Team review – Created version 1 of their request and sent it to a few team members who had never seen Content Snare before
- Adjust – Took their feedback, made the request better, and sent it to a few other team members
- Repeated 1 & 2 until happy
- Client testing – Sent their request to a few clients, explaining that they were using a new tool, and would like some feedback on the experience
- Adjust – Rolled in any suggested improvements and made changes if clients reported getting stuck
In reality, steps 4 & 5 are ongoing. Whenever you notice clients getting stuck on the same questions, it’s an opportunity to improve by adding instructions or examples.
All that said, here’s the interview with Josh from Allkind Joinery.
Example # 2 – Membee
Kathy from Membee is a long time customer of Content Snare. She has set up an amazing system for collecting information from clients.
We asked her to jump on a call and show us through everything she had done, so you could learn from it.
If you want to get the most out of your Content Snare account, this video is worth the watch.
It’s a long one, but is a great example of what you can do to make the process easier for both yourself and your clients.
Start at 10:43 for the screen sharing portion of the video.
Example #3 – Clarity Bookkeeping
Brooke from Clarity Bookkeeping has had amazing results with Content Snare in her bookkeeping and accounting business. In this video, she shows us through her templates and requests so you can do the same.
If you’d like to learn more about setting up your account in the best possible way, watch our 30-minute masterclass.